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Bret Reed Andrus

Hornor, Townsend & Kent, LLC

Holladay, UT

CRD 1439933

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Employer firm

Hornor, Townsend & Kent, LLC CRD 4031

$9.01B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Hornor, Townsend & Kent, Llc

161 Washington Street, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2008-05-13
UT RA APPROVED 2000-12-13
  • TX RA
    APPROVED_RES
    Since 2008-05-13
  • UT RA
    APPROVED
    Since 2000-12-13

Branch Locations

1895 E Rodeo Walk Dr Suite 200 #B, Holladay, UT 84117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hornor Townsend And Kent,Inc Slc UT 06/2000 Present
Penn Mutual Life Ins Co Slc UT 06/2000 Present
  • 06/2000 → Present
    Hornor Townsend And Kent,Inc
    Slc, UT
  • 06/2000 → Present
    Penn Mutual Life Ins Co
    Slc, UT
Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: CAMBRIDGE FINANCIAL GROUP| POSITION HELD: AGENT | ADDRESS: 1895 E RODEO WALK DR, SUITE 200#B, Holladay, UT 84117 | START DATE: 6/1/2000 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY 2) PROPERTY OWNER | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 13772 28TH STREET NW, ALEXANDER ND. 588831-9538 | START DATE: 5/2/2012 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: 0 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: NO DUITES 3) INSURANCE BROKERAGE| POSITION: Agent |DBA: 1847FINANCIAL | NATURE: Life Insurance brokerage | INVESTMENT RELATED: Yes | NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 | START DATE: 06/12/2024 | ADDRESS: 1895 E RODEO WALK DR, SUITE 200#B, Holladay, UT 84117 | DESCRIPTION: 1847 Financial is the DBA for our local business

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-11-21
S63 Uniform Securities Agent State Law Examination 1986-01-30
  • S65 Uniform Investment Adviser Law Examination
    1997-11-21
  • S63 Uniform Securities Agent State Law Examination
    1986-01-30

View on SEC IAPD

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